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AB

Andrew G. Burch

VELERITY GROUP
Great Falls, VA 22066
Some features on this profile are disabled
CRD#: 2739262
AB

Professional summary


Andrew George Burch, who also goes by Andrew Burch, is a registered financial professional currently at VELERITY GROUP, INC. located in Great Falls, Virginia.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 1997. Andrew has worked at 1 firm and has passed the Series 63, Series 65, Series 99TO, Series 82TO, SIE, Series 7, Series 14, Series 28 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew Burch

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Andrew George Burch's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 11, 1997 - Present

VELERITY GROUP, INC.

Office #1: 10431 New Ascot Drive, Great Falls, VA 22066
BD
CRD#: 42869
Great Falls, VA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(6/12/1997)
RR
South Dakota
(4/16/2025)
RR
Virginia
(11/17/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 3/21/1997
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/15/1996
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 28
Date: 1/30/2013
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


VG
VELERITY GROUP, INC.
CAROLINA SECURITIES, INC. | VELERITY GROUP, INC. | VELERITY GROUP

CRD#: 42869 / SEC#: , 8-50043

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
10431 New Ascot Drive, Great Falls, VA 22066
Mailing Address
10431 New Ascot Drive, Great Falls, VA 22066
Phone number
(703) 383-4330
Established
North Carolina since 01/22/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
THREE OAKS HOLDING, LLC100% OWNER OF APPLICANT
ALI, MIR ZULFEKARCEO, CCO AND INDIRECT OWNER2582036
GEORGE, KENNETH RONALDFINOP, PFO, POO2643369

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VELERITY GROUP, INC.

CRD#: 42869Great Falls, VA 22066

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